All companies
Insulet Corporation logo

What smart money is saying about Insulet CorporationUnited States flag

PODD · Healthcare · Medical - Devices · Market cap $10.10B

2 funds in our archive have pitched Insulet Corporation — most recently Alpha Wealth Fund The Insiders Fund in July 2026.

Company profile

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Fund coverage · 2 theses

  • Alpha Wealth Fund The Insiders Fund
    July 2026

    Insulet combines a recurring revenue diabetes platform with expanding drug-delivery applications in oncology and biologics.

    Read the full thesis
  • Alpha Wealth Funds
    March 2026

    Insulet is a diabetes device maker leveraging a razor-and-blade model and expanding into Type 2 markets with next-gen Omnipod despite patent expirations and competitive risks.

    Read the full thesis

Read every full thesis on Insulet Corporation

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans